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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
The Boom in the Stock Market
In Japan, in the 80s, a lot of the bubble was around real estate and of course, banks. If you strip out the banks from the index, actually the index didn't take 30 years to make a new high. The one hurdle for the industrials, et cetera, now is the strong dollar. As the strong dollar rolls over, there's no reason your, the John Deere's and the caterpillars of this world can't go on going on.
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